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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-22 |
| FL | RA | APPROVED | 2012-09-06 |
Branch Locations
2400 N Commerce Pkwy, Weston, FL 33326 • United States
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 06/2007 | Present |
| Bank Of America, N.A. | Weston | FL | 02/2019 | Present |
I*1143334 For profit or not for profit: Entity For Profit Name of outside business organization: Liberty 7 LLC Investment related: No Address of business: Weston, Florida 33326 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 1/12/2023 Number of hours devoted: 2 hours Weekly Number of hours devoted during trading hours: 0 Duties: Rental property/ property management I*: 1950282 Entity Type: Charitable Name of OBA: Jason Taylor Foundation Address: Davie, FL 33325 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 08/08/2024 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: Committee member to drive attendance to support event to help provide learning opportunities for disadvantage youth in areas of literacy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-28 |
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